Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,172 | $167,362-47.9% | $143,799-39.4% | $134,532-35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.21% | 0.47%-9.7pp | -0.04%-9.2pp | 418.27%-427.5pp |
| Employer contribution / active EE | $17,170 | $5,620+205.5% | $4,952+246.7% | $4,741+262.2% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $34 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |